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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,228 | $58,258-84.2% | $81,820-88.7% | $80,925-88.6% |
| Participation rate | 42.3% | 63.5%-21.2pp | 72.4%-30.1pp | 67.7%-25.4pp |
| Annual return | 6.90% | 41.76%-34.9pp | 777.93%-771.0pp | 35.65%-28.7pp |
| Employer contribution / active EE | $1,745 | $2,345-25.6% | $2,915-40.1% | $2,756-36.7% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,652 | $4,976-46.7% | $7,391-64.1% | $6,940-61.8% |